I joined Chase Robertson and Peggy Tuck last week on Straight Talk Money. First on the agenda: Amazon-proof REITs, or landlords that are strong enough to survive the Amazon.com (AMZN) assault on traditional brick-and-mortar retail:   In the next segment, we talk about Snap’s (SNAP) woes and what they means for tech IPOs in general....Read More

Earlier this week, Peggy Tuck and I interviewed short seller and forensic accountant John Del Vecchio. I call John the “Horatio Caine of finance” because he knows where the bodies are buried in the financial statements. We discuss what exactly short selling is and how it’s different in real life than how it might be...Read More

I joined Peggy Tuck today on Straight Talk Money. On the agenda? A cutthroat battle in men’s razors pitting Procter & Gamble (PG) against Unilever (UL). But the biggest lesson to be learned is that few competitive “moats” prove to be permanent. Warren Buffett was a major investor in razor blades and did well on...Read More

I joined Peggy Tuck and Chase Robertson this morning on Straight Talk Money. First on the agenda, we discuss black swans. People who say they’re looking for black swans clearly don’t know what a black swan is. By definition they are unpredictable and unforeseen and can only be identified after the fact.   Up next...Read More

I joined Peggy Tuck on Straight Talk Money this morning to chat about Apple’s (AAPL) earnings, natural-gas-powered cars and more:      Read More